JFS Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

JFS Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-183	Closed	-$13.9K	–	2022
2023 Q3	$13.9K	Buy	+183	New	+$14.6K	﹤0.01%	626

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's MOAT Position: Q4 2023 in Review

JFS Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2023, closing a stake of 183 shares — an estimated $13.9K sold.

JFS Wealth Advisors first reported a position in MOAT in Q3 2023 and held it in 1 quarter. The position peaked at $13.9K in Q3 2023. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

JFS Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 183 VanEck Morningstar Wide Moat ETF shares in Q4 2023, an estimated $13.9K.
JFS Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 1 quarter.
JFS Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $13.9K in Q3 2023.
617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.